39 results found
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AI Communications
It would be good to be able to click and record an email wording and AI Word it in what ever tone we would like the email to come accross
4 votesWe're excited to announce that you can now use the Property Tree Assistant (AI) to help create your ad hoc emails!
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Email On behalf of other user
Adding the ability to have the email come 'from' the intended sender
Sometimes you have to send an email on behalf of someone, but it comes from the person who types it. The ability to send it from the intended sender with BCC options would also be great!3 votesWe're pleased to advise that you can now send an ad hoc email from another user. This information will be recorded against the communication so you can see who the email was sent from, and also who it was sent by.
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Automated communication - add more merge field
We need the "Rent Increase Date" merge field for automated communication, "Lease Expiry: Ownership" to notify the owner when the rent is due to increase.
1 voteWe're pleased to advise this is now available
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Ability to send comms from Business Role
Currently you can only send automated comms from a User, Point of Contact or Company. However when you have 2x people working on one property, various comms should be sent from either user.
There should be an ability in PT to send from business role in the agency.21 votesWe're pleased to advise you can now configure both Automated Communications and Mail Merge templates to send from a business role. Business Roles can also be used to populate point of contact merge fields so you can ensure all communications are sent and/or signed off from the right person.
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lease expiry automation additional merge fields
How hard would it be to add more merge fields into the automated emails?
I have asked this before but we would like an option to merge the BPay reference number into the tenancy invoice cover email; and
Our lease expiry emails outline the lease dates and the rent but there is no option for what payment period the rent is - it could be monthly, weekly or fortnightly. We have had clients complain about this and the only fix is leaving the rent completely out of the comms
2 votesWe're pleased to advise that both Rent Period and Rent Period New merge fields are available in the Lease Expiry Automated Communications (and Mail Merge Templates).
Please note - the Tenancy ID merge field has been added to the Tenancy Invoice Templates in a previous release.
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email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
15 votes -
Automated communication - add more merge field
Please add merge field "Tenancy Rent period" & "Rent Increase date" for Lease Expiry Tenancy & Ownership. This merge field is required when we send an automated lease renewal and rent increase email to tenants and ownership.
2 votesWe're pleased to advise that Rent Period and Rent Period New are now available merge fields in Mail Merge Templates and selected Automated Communications - Lease Expiry Tenancy; Lease Expiry Ownership and Scheduled Rent Change Tenancy.
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Reply all to emails in communications tab
When replying to all in the communication tab, the email response does not go to the sender(not all recipients) just the people CC'd in the email. This only started happening when the Forward tab was included last week. Prior to that we could click on "reply-all" and everyone included in the original email was included in the response.
1 voteWe're pleased to advise this has now been rectified.
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Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
76 votesWe're pleased to advise that Owner Statements and included Creditor Invoices will now send as attachments. We recommend reviewing your Owner Statement Automated Communication to see if there are any changes you would like to make to advise your owners of this change.
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Email, Message or SMS failure alert/pop up
Notify users when any emails, messages or SMS fail rather than having to go and check a list. Perhaps an alert at the top of the page which then produces a list of what needs to be checked. The impact of missing this information is huge, particularly with compliance.
329 votesFailed emails will now automatically unblock up to 3 times, to save you having to go to support for assistance. If an email continues to be blocked there will be an external reason beyond our control. We'll be monitoring the impact this auto-unblock has on email failures so we can determine the best way to notify failed emails in the future. For those that may not be aware, you can currently find your failed comms within Communication History or the Communication Platform has a dedicated Failed folder.
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Auto Communication option for rent increases reminding the week before the increase commences
As with auto comms for up coming routine inspections, auto comms for rent increases just before they are about to commence would be helpful.
345 votes -
SMS Replies into Property Tree
Would be great to have tenants be able to reply to SMS and it save back into PropertyTree
330 votesIf you have an active SMS Subscription in Australia, you can now receive SMS replies! You’ll find these in the Communication Platform. Check out the release notes for more information on this feature https://propertytree.elevio.help/en/articles/68976-release-notes
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Emails sent to have "opened" and/or "read" time stamped status
It would be extremely helpful in tribunals or regarding any communication discrepancy to have this feature attached to emails sent so you can see whether the recipient has received and opened the email (also including a time and date stamp).
197 votesWe're pleased to advise that this feature has been released! You can now see the opened date/time for emails that are sent from Property Tree in the Communications History. This information will appear in the status details column, if you cannot see this column by default, use the three dots menu to select it to appear. Thanks for helping us make this happen.
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Ability to send bulk merged SMS
Multiple SMS for inspections and all communication. Would love to be able to write once for an SMS and send it to all renters at one time instead of having to do it multiple times.
14 votesWe're pleased to advise that this feature has now been released! You can now create SMS Templates and choose SMS within the mail merge process. Check out the release notes here https://propertytree.elevio.help/en/articles/68976
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Out of office reply for portal and comms platform messages
Would be helpful to have an out of office option for messages that are received out of hours. Especially when a tenant is requesting maintenance. We could then include emergency contact details to the email etc
210 votesWe're pleased to advise that the ability to configure an Automatic Reply for emails has been released. You'll find a new Auto icon in the Communication Platform with the ability to set an auto reply for your inbox, or the company inbox. Please note, the Portals will be going through some extensive development next year which will change the portal messaging behaviour.
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Ability to add an email signature not just a banner image
All email signatures currently are banners. This is very limited to having the entire content of an email signature within an image banner.
We need free text to create our own.
160 votesWe are pleased to advise that you can now add email signatures under User Management. Check out the knowledgebase article for more information Set up and use email signatures | Knowledge Base Home
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Forwarding emails in Communication Platform
The new Communications Platform does not have a Forward ability and only has a reply option. Work around: If you reply to the email and replace the email address to the recipient required this will then work as a forward. Would be easier to just have a Forward option.
164 votesWe're pleased to advise you can now forward the latest email as part of an email thread, allowing you to capture all of the related email conversations.
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Mail merge field for Tenancy ID
It is necessary to have the Tenancy ID as a Merge Field in the Auto Comm template for Tenancy Invoices. Currently, the Tenancy ID only displays on an Invoice if ‘Tenancy Invoices’ is ticked in the Trust Configuration (screenshot below) however, that is not an option for clients using DEFT, because they do NOT want to share their Trust details with the tenants, but they still want their Tenants to receive the Tenancy ID (e.g. also for adhoc invoices etc)
43 votesWe're pleased to advise that you can now add the Tenancy ID merge field to the following Automated Communication Templates: Tenancy Invoice; Replace Tenancy Invoice; Rent Arrears Notice: Residential Tenancies; Invoice Arrears Notice: Tenancy
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email spell check
In the new email communications, red underlined spelling mistakes, by right clicking on a spelling mistake it now ask for a link to be added rather than the spelling correction showing up. Please fix this.
1 voteWe're pleased to advise that the right-click options, including spell check, are now back in ad hoc emails.
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Multiple/bulk SMS sent at once from Tenancy profile
We would love to be able to send bulk loads of SMS to selected profiles the same way we can do that with emails. At the moment we can send large volumes of emails in several different ways but the option for SMS isn't there.
11 votesWe're pleased to advise that this feature has now been released! You can now create SMS Templates and choose SMS within the mail merge process (whether from the Profile or Managements Menu). Check out the release notes here https://propertytree.elevio.help/en/articles/68976
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